Jackson joins Albion after working at a Boston-based RIA for several years. That experience of working at a fee-only firm as a fiduciary led him to appreciate the benefits of putting clients’ best interests first. Jackson loves the analytical aspect of creating a comprehensive financial plan and then implementing an investment portfolio that aligns with clients’ goals and risk tolerance.

Jackson graduated Summa Cum Laude from Middlebury College, is a Charted Financial Analyst®, and a Certified Financial Planner®. Jackson enjoys building strong relationships with clients, taking pride in listening to their goals and objectives, and helping solve complex financial planning problems including estate and tax planning. He also places immense value in continued education to improve his skills and knowledge base to further his personal development and provide quality service to his clients.

A native of Vermont, Jackson grew up with an appreciation for the outdoors. Moving to Utah has allowed him to continue his passions of skiing, mountain biking, and running. He also loves exploring new places with friends and continues to play soccer, hockey, and tennis in his free time.

Education:

Bachelor of Arts, Economics; Middlebury College

Chartered Financial Analyst®

Certified Financial Planner®